Michael Alan Carter

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → 03/2022
  Quest Trust Company
  Katy / Austin, TX
• 02/2015 → 12/2016
  Brewski's Pub And Patio
  Cypress, TX
• 02/2022 → 09/2022
  Equitable Advisors
  New York, NY
• 12/2016 → 02/2017
  Unemployeed
  Cypress, TX
• 11/2022 → Present
  Valic Financial Advisors, Inc.
  Austin, TX
• 01/2023 → Present
  Angi Services
  Indianapolis, IN
• 03/2023 → 11/2023
  Agia
  Houston, TX

Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/20/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance Products for AGIA

Exams

• S66 Uniform Combined State Law Examination
  2023-03-03
• S63 Uniform Securities Agent State Law Examination
  2022-04-08

Other Names

• Michael Carter
• Michael A Carter
• Michael Alan Carter